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Rows

Unpacking the functional differences between regular and calculated rows
Francis distinguishes between two row types: regular and calculated. There are fundamental differences between regular and calculated rows, which are important to understand before building your model.
Regular
Rows with forecast and actuals values (can be imported from an external data source)
Calculated f(x)
Rows that are always the same formula (not connected to external data source)
Regular and calculated rows in action
Row type
Regular
Calculated f(x)
Use for...
  • Revenue
  • Cost
  • Assets
  • Liabilities
  • Equity
  • Assumptions
  • Subtotals (e.g., gross profit)
  • Margins
  • Cash flow statement
  • KPIs
  • Consolidations
  • Cumulative summary rows
Description
  • Can be mapped to external data sources
  • Imports actuals values up to Last Close if mapped
  • Actuals values can be overwritten if needed
  • Cannot be mapped to external data sources
  • Formula is the same across all periods for that row